TRINITY INVESTMENT MANAGEMENT, LLC
CRD #133873 SEC #801-67457 FORT WORTH, TX 682-348-1732
SEC Registered Private Funds
Total AUM
$127.3M
Discretionary
$127.3M
Employees
4
Clients
--
Accounts
92
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $127.3M | $127.3M | $0 | 4 | 0 |
| Sep 2025 | $127.3M | $127.3M | $0 | 4 | 0 |
| Jun 2025 | $127.3M | $127.3M | $0 | 5 | 0 |
| Apr 2025 | $127.3M | $127.3M | $0 | 6 | 0 |
| Apr 2025 | $127.3M | $127.3M | $0 | 6 | 0 |
| Mar 2025 | $127.3M | $127.3M | $0 | 6 | 0 |
| Nov 2024 | $114.8M | $114.8M | $0 | 6 | 0 |
| May 2024 | $114.8M | $114.8M | $0 | 7 | 0 |
| Apr 2024 | $114.8M | $114.8M | $0 | 8 | 0 |
| Apr 2024 | $114.8M | $114.8M | $0 | 8 | 0 |
| Mar 2024 | $114.8M | $114.8M | $0 | 6 | 0 |
| Mar 2024 | $124.4M | $39.6M | $84.8M | 6 | 0 |
| Sep 2023 | $124.4M | $39.6M | $84.8M | 6 | 0 |
| Jul 2023 | $124.4M | $39.6M | $84.8M | 5 | 0 |
| Jul 2023 | $124.4M | $39.6M | $84.8M | 5 | 0 |
| Jun 2023 | $124.4M | $39.6M | $84.8M | 3 | 0 |
| Jan 2023 | $124.4M | $39.6M | $84.8M | 4 | 0 |
| Jan 2023 | $105M | $42.2M | $62.8M | 4 | 0 |
| Dec 2022 | $105M | $42.2M | $62.8M | 5 | 0 |
| Oct 2022 | $105M | $42.2M | $62.8M | 4 | 0 |
| Sep 2022 | $105M | $42.2M | $62.8M | 4 | 0 |
| Mar 2022 | $105M | $42.2M | $62.8M | 4 | 0 |
| Mar 2022 | $105M | $42.2M | $62.8M | 4 | 0 |
| Feb 2022 | $105M | $42.2M | $62.8M | 4 | 0 |
| Jan 2022 | $123.3M | $47.3M | $76M | 4 | 0 |
| Sep 2021 | $123.3M | $47.3M | $76M | 4 | 0 |
| Aug 2021 | $123.3M | $47.3M | $76M | 3 | 0 |
| Aug 2021 | $123.3M | $47.3M | $76M | 4 | 0 |
| Jul 2021 | $123.3M | $47.3M | $76M | 4 | 0 |
| Mar 2021 | $123.3M | $47.3M | $76M | 5 | 0 |
| Feb 2021 | $111.8M | $40.3M | $71.5M | 5 | 0 |
| Jan 2021 | $111.8M | $40.3M | $71.5M | 5 | 0 |
| Oct 2020 | $111.8M | $40.3M | $71.5M | 5 | 0 |
| Oct 2020 | $111.8M | $40.3M | $71.5M | 5 | 0 |
| Sep 2020 | $111.8M | $40.3M | $71.5M | 5 | 0 |
| Jul 2020 | $111.8M | $40.3M | $71.5M | 5 | 0 |
| Jul 2020 | $111.8M | $40.3M | $71.5M | 5 | 0 |
| Jul 2020 | $111.8M | $40.3M | $71.5M | 5 | 0 |
| Jun 2020 | $28.4M | $26.7M | $1.8M | 5 | 0 |
| May 2020 | $28.4M | $26.7M | $1.8M | 5 | 0 |
| Mar 2020 | $28.4M | $26.7M | $1.8M | 5 | 0 |
| Apr 2019 | $99.2M | $98.9M | $204.6K | 5 | 1 |
| Dec 2018 | $128.4M | $116.1M | $12.3M | 5 | 0 |
| Mar 2018 | $128.4M | $116.1M | $12.3M | 5 | 0 |
| Sep 2017 | $125.2M | $125.2M | $0 | 9 | 26 |
| Aug 2017 | $125.2M | $125.2M | $0 | 9 | 26 |
| Jun 2017 | $125.2M | $125.2M | $0 | 9 | 26 |
| Jun 2017 | $125.2M | $125.2M | $0 | 9 | 26 |
| Mar 2017 | $125.2M | $125.2M | $0 | 9 | 26 |
| Dec 2016 | $80.1M | $80.1M | $0 | 5 | 26 |
| Sep 2016 | $80.1M | $80.1M | $0 | 5 | 26 |
| Mar 2016 | $80.1M | $80.1M | $0 | 5 | 26 |
| Dec 2015 | $75M | $75M | $0 | 5 | 26 |
| Dec 2015 | $75M | $75M | $0 | 5 | 26 |
| Apr 2015 | $75M | $75M | $0 | 5 | 26 |
| Mar 2015 | $75M | $75M | $0 | 5 | 26 |
| Mar 2014 | $60.3M | $60.3M | $0 | 5 | 26 |
| May 2013 | $46M | $46M | $0 | 5 | 26 |
| Apr 2013 | $46M | $46M | $0 | 5 | 26 |
| Dec 2012 | $44.5M | $44.5M | $0 | 7 | 26 |
| May 2012 | $44.5M | $44.5M | $0 | 1 | 26 |
| Mar 2012 | $44.5M | $44.5M | $0 | 1 | 26 |
| Feb 2012 | $34.2M | $34.2M | $0 | 1 | 26 |
| Jan 2012 | $34.2M | $34.2M | $0 | 1 | 26 |
| Jul 2011 | $25.9M | $25.4M | $573.2K | 5 | -- |
| Jun 2011 | $25.9M | $25.4M | $573.2K | 5 | -- |
| Jun 2011 | $25.9M | $25.4M | $573.2K | 5 | -- |
| May 2011 | $25.9M | $25.4M | $573.2K | 5 | -- |
| Apr 2011 | $25.9M | $25.4M | $573.2K | 5 | -- |
| Mar 2011 | $25.9M | $25.4M | $573.2K | 5 | -- |
| Jun 2010 | $14.8M | $14.2M | $590K | 5 | -- |
| Mar 2010 | $19.1M | $18.2M | $925K | 5 | -- |
| Oct 2009 | $9.6M | $8.6M | $950K | 5 | -- |
| Mar 2009 | $6.8M | $6M | $800K | 10 | -- |
| Mar 2009 | $6.8M | $6M | $800K | 10 | -- |
| Dec 2007 | $11.5M | $11.5M | $0 | 10 | -- |
| May 2007 | $9M | $9M | $0 | 10 | -- |
| Feb 2007 | $9M | $9M | $0 | 10 | -- |
| Jan 2007 | $9M | $9M | $0 | 10 | -- |
| Dec 2006 | $5.4M | $5.4M | $0 | 5 | -- |
| Nov 2005 | $3.5M | $3.5M | $0 | 5 | -- |
| Feb 2005 | $0 | $0 | $0 | 5 | -- |
| Jan 2005 | $0 | $0 | $0 | 5 | -- |
DateSep 2025
Total AUM$127.3M
Discretionary$127.3M
Non-Disc.$0
Employees4
Clients0
DateSep 2025
Total AUM$127.3M
Discretionary$127.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2025
Total AUM$127.3M
Discretionary$127.3M
Non-Disc.$0
Employees5
Clients0
DateApr 2025
Total AUM$127.3M
Discretionary$127.3M
Non-Disc.$0
Employees6
Clients0
DateApr 2025
Total AUM$127.3M
Discretionary$127.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$127.3M
Discretionary$127.3M
Non-Disc.$0
Employees6
Clients0
DateNov 2024
Total AUM$114.8M
Discretionary$114.8M
Non-Disc.$0
Employees6
Clients0
DateMay 2024
Total AUM$114.8M
Discretionary$114.8M
Non-Disc.$0
Employees7
Clients0
DateApr 2024
Total AUM$114.8M
Discretionary$114.8M
Non-Disc.$0
Employees8
Clients0
DateApr 2024
Total AUM$114.8M
Discretionary$114.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$114.8M
Discretionary$114.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$124.4M
Discretionary$39.6M
Non-Disc.$84.8M
Employees6
Clients0
DateSep 2023
Total AUM$124.4M
Discretionary$39.6M
Non-Disc.$84.8M
Employees6
Clients0
DateJul 2023
Total AUM$124.4M
Discretionary$39.6M
Non-Disc.$84.8M
Employees5
Clients0
DateJul 2023
Total AUM$124.4M
Discretionary$39.6M
Non-Disc.$84.8M
Employees5
Clients0
DateJun 2023
Total AUM$124.4M
Discretionary$39.6M
Non-Disc.$84.8M
Employees3
Clients0
DateJan 2023
Total AUM$124.4M
Discretionary$39.6M
Non-Disc.$84.8M
Employees4
Clients0
DateJan 2023
Total AUM$105M
Discretionary$42.2M
Non-Disc.$62.8M
Employees4
Clients0
DateDec 2022
Total AUM$105M
Discretionary$42.2M
Non-Disc.$62.8M
Employees5
Clients0
DateOct 2022
Total AUM$105M
Discretionary$42.2M
Non-Disc.$62.8M
Employees4
Clients0
DateSep 2022
Total AUM$105M
Discretionary$42.2M
Non-Disc.$62.8M
Employees4
Clients0
DateMar 2022
Total AUM$105M
Discretionary$42.2M
Non-Disc.$62.8M
Employees4
Clients0
DateMar 2022
Total AUM$105M
Discretionary$42.2M
Non-Disc.$62.8M
Employees4
Clients0
DateFeb 2022
Total AUM$105M
Discretionary$42.2M
Non-Disc.$62.8M
Employees4
Clients0
DateJan 2022
Total AUM$123.3M
Discretionary$47.3M
Non-Disc.$76M
Employees4
Clients0
DateSep 2021
Total AUM$123.3M
Discretionary$47.3M
Non-Disc.$76M
Employees4
Clients0
DateAug 2021
Total AUM$123.3M
Discretionary$47.3M
Non-Disc.$76M
Employees3
Clients0
DateAug 2021
Total AUM$123.3M
Discretionary$47.3M
Non-Disc.$76M
Employees4
Clients0
DateJul 2021
Total AUM$123.3M
Discretionary$47.3M
Non-Disc.$76M
Employees4
Clients0
DateMar 2021
Total AUM$123.3M
Discretionary$47.3M
Non-Disc.$76M
Employees5
Clients0
DateFeb 2021
Total AUM$111.8M
Discretionary$40.3M
Non-Disc.$71.5M
Employees5
Clients0
DateJan 2021
Total AUM$111.8M
Discretionary$40.3M
Non-Disc.$71.5M
Employees5
Clients0
DateOct 2020
Total AUM$111.8M
Discretionary$40.3M
Non-Disc.$71.5M
Employees5
Clients0
DateOct 2020
Total AUM$111.8M
Discretionary$40.3M
Non-Disc.$71.5M
Employees5
Clients0
DateSep 2020
Total AUM$111.8M
Discretionary$40.3M
Non-Disc.$71.5M
Employees5
Clients0
DateJul 2020
Total AUM$111.8M
Discretionary$40.3M
Non-Disc.$71.5M
Employees5
Clients0
DateJul 2020
Total AUM$111.8M
Discretionary$40.3M
Non-Disc.$71.5M
Employees5
Clients0
DateJul 2020
Total AUM$111.8M
Discretionary$40.3M
Non-Disc.$71.5M
Employees5
Clients0
DateJun 2020
Total AUM$28.4M
Discretionary$26.7M
Non-Disc.$1.8M
Employees5
Clients0
DateMay 2020
Total AUM$28.4M
Discretionary$26.7M
Non-Disc.$1.8M
Employees5
Clients0
DateMar 2020
Total AUM$28.4M
Discretionary$26.7M
Non-Disc.$1.8M
Employees5
Clients0
DateApr 2019
Total AUM$99.2M
Discretionary$98.9M
Non-Disc.$204.6K
Employees5
Clients1
DateDec 2018
Total AUM$128.4M
Discretionary$116.1M
Non-Disc.$12.3M
Employees5
Clients0
DateMar 2018
Total AUM$128.4M
Discretionary$116.1M
Non-Disc.$12.3M
Employees5
Clients0
DateSep 2017
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees9
Clients26
DateAug 2017
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees9
Clients26
DateJun 2017
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees9
Clients26
DateJun 2017
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees9
Clients26
DateMar 2017
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees9
Clients26
DateDec 2016
Total AUM$80.1M
Discretionary$80.1M
Non-Disc.$0
Employees5
Clients26
DateSep 2016
Total AUM$80.1M
Discretionary$80.1M
Non-Disc.$0
Employees5
Clients26
DateMar 2016
Total AUM$80.1M
Discretionary$80.1M
Non-Disc.$0
Employees5
Clients26
DateDec 2015
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients26
DateDec 2015
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients26
DateApr 2015
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients26
DateMar 2015
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients26
DateMar 2014
Total AUM$60.3M
Discretionary$60.3M
Non-Disc.$0
Employees5
Clients26
DateMay 2013
Total AUM$46M
Discretionary$46M
Non-Disc.$0
Employees5
Clients26
DateApr 2013
Total AUM$46M
Discretionary$46M
Non-Disc.$0
Employees5
Clients26
DateDec 2012
Total AUM$44.5M
Discretionary$44.5M
Non-Disc.$0
Employees7
Clients26
DateMay 2012
Total AUM$44.5M
Discretionary$44.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$44.5M
Discretionary$44.5M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$34.2M
Discretionary$34.2M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$34.2M
Discretionary$34.2M
Non-Disc.$0
Employees1
Clients26
DateJul 2011
Total AUM$25.9M
Discretionary$25.4M
Non-Disc.$573.2K
Employees5
Clients--
DateJun 2011
Total AUM$25.9M
Discretionary$25.4M
Non-Disc.$573.2K
Employees5
Clients--
DateJun 2011
Total AUM$25.9M
Discretionary$25.4M
Non-Disc.$573.2K
Employees5
Clients--
DateMay 2011
Total AUM$25.9M
Discretionary$25.4M
Non-Disc.$573.2K
Employees5
Clients--
DateApr 2011
Total AUM$25.9M
Discretionary$25.4M
Non-Disc.$573.2K
Employees5
Clients--
DateMar 2011
Total AUM$25.9M
Discretionary$25.4M
Non-Disc.$573.2K
Employees5
Clients--
DateJun 2010
Total AUM$14.8M
Discretionary$14.2M
Non-Disc.$590K
Employees5
Clients--
DateMar 2010
Total AUM$19.1M
Discretionary$18.2M
Non-Disc.$925K
Employees5
Clients--
DateOct 2009
Total AUM$9.6M
Discretionary$8.6M
Non-Disc.$950K
Employees5
Clients--
DateMar 2009
Total AUM$6.8M
Discretionary$6M
Non-Disc.$800K
Employees10
Clients--
DateMar 2009
Total AUM$6.8M
Discretionary$6M
Non-Disc.$800K
Employees10
Clients--
DateDec 2007
Total AUM$11.5M
Discretionary$11.5M
Non-Disc.$0
Employees10
Clients--
DateMay 2007
Total AUM$9M
Discretionary$9M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$9M
Discretionary$9M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$9M
Discretionary$9M
Non-Disc.$0
Employees10
Clients--
DateDec 2006
Total AUM$5.4M
Discretionary$5.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$3.5M
Discretionary$3.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--